Carmichael Hill & Associates, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 974 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
Carmichael Hill & Associates, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$125,473
-67.0%
687
-65.4%
0.05%
-67.5%
Q1 2024$380,775
+6.7%
1,9840.0%0.15%
+2.0%
Q4 2023$357,024
+12.9%
1,984
+0.1%
0.15%
+1.4%
Q3 2023$316,267
-4.4%
1,983
-0.8%
0.15%
-1.4%
Q2 2023$330,682
+4.2%
1,9990.0%0.15%
-3.3%
Q1 2023$317,298
+0.0%
1,999
+0.1%
0.15%
-6.1%
Q4 2022$317,263
+47.6%
1,998
+33.5%
0.16%
+40.5%
Q3 2022$215,000
-17.0%
1,497
-13.5%
0.12%
-14.7%
Q2 2022$259,000
-14.0%
1,731
+1.1%
0.14%
-2.2%
Q1 2022$301,000
+2.4%
1,712
+4.3%
0.14%
+5.3%
Q4 2021$294,000
+16.7%
1,642
+10.2%
0.13%
+5.6%
Q3 2021$252,000
+0.4%
1,490
+3.0%
0.12%
-1.6%
Q2 2021$251,000
+5.0%
1,4460.0%0.13%
-3.8%
Q1 2021$239,000
+16.0%
1,4460.0%0.13%
+9.1%
Q4 2020$206,000
+28.8%
1,4460.0%0.12%
+14.2%
Q3 2020$160,000
+3.2%
1,4460.0%0.11%
-7.0%
Q2 2020$155,000
+19.2%
1,446
-1.0%
0.11%0.0%
Q1 2020$130,000
-39.5%
1,460
-6.7%
0.11%
-25.5%
Q4 2019$215,000
+6.4%
1,565
+8.2%
0.15%
-21.5%
Q3 2018$202,000
-3.8%
1,446
-6.5%
0.20%
-13.7%
Q2 2018$210,000
+5.0%
1,5460.0%0.23%
+3.2%
Q1 2018$200,000
-2.4%
1,5460.0%0.22%
-2.7%
Q4 2017$205,0001,5460.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders